Tom enjoys working with business owners, professionals and their families to solve problems and make wise choices not just in managing their wealth but also in transcending their legacy. In the business for 32 years, his specialty is in Retirement Planning and Investment Management. To do this most effectively, Tom also consults other advisors, particularly accountants and attorneys in working with their clients. Such collaboration brings clarity and continuity to the planning process, creating a clear and robust path that offers greater clarity to clients.
Rounding out the wealth management process is a separate firm, American Executive Benefits, Inc., (AEB), of which Tom is President and CEO. AEB designs and implements executive benefit plans for corporations, business owners, and professionals.
Tom is frequently invited by various organizations, companies, and associations to share his expertise on retirement planning, investment management, and estate preservation. He has served on the board of directors and is a past president of The Wealth Advisor Institute; he is the founding President of the New York Chapter of the Investment Management Consultants Association (www.investmentsandwealth.org). A Certified Investment Management Consultant and Analyst, Tom holds the Series 7, 63, 65, and 24 securities licenses, and is also licensed to provide Life, Health, Property and Casualty insurance services to his clients.
Tom is very active with the American Cancer Society, chairing the corporate leadership council and sitting on the board of directors for the Jersey Shore Region. He is also a devoted business and industry partner for the organization.
Married with three children and three grandchildren, Tom enjoys getting to know his clients focuses by utilizing his 32 years of industry knowledge and experience to offer consummate and more personalized wealth management.